Installing Strategy Crafter

Installing Strategy Crafter


Prerequisites:

1) Org must be capable of running Lightning Components, which means that My Domain must be configured AND deployed.

2) Org must have the Next Best Action permission enabled, which is done via closed pilot application to the product manager.


Installation

See the Download link on the Strategy Crafter Documentation page.

If you have an existing version of stratcraft that was installed using workbench, you will probably need to uninstall it manually before you install this package. Contact Alex.



Add Strategy Crafter to the App Launcher

If Strategy Crafter is not visible in the App Launcher, do the following:

i) go to Setup / Profiles

ii) load the System Administrator Profile

iii) in Tab Settings, locate the Strategy Crafter and change the value from Tab Hidden to Default On

Troubleshooting

My StrategyCrafter only loads part way, like this:

Answer: this usually means you don't have your org set up properly for lightning components. Make sure your My Domain is configured AND deployed.


It loads up, but as soon as I try to save or load a strategy, I get an error

This usually means that the Remote Site Setting isn't properly configured. See above.


I get this error message

This means your org is not enabled for NBA.




Old Versions

5182

2) Use the internal version of Workbench, set to version 42, and with Single Package checked to install this package:

stratcraft.zip